New Tenant Screening Checklist
Ensure your next tenant is a great fit! Download our free New Tenant Screening Checklist - a comprehensive guide for real estate professionals to minimize risk & maximize profitability. Background checks, credit scores, rental history & more - cover all bases!
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Application Submission & Completeness
Ensures a complete application is received and accurately reflects the applicant's information. Includes verifying all fields are filled and signatures are present.
Application Submission Date
Application Method
Number of Applicants Listed
All Adults Listed?
Notes on Application Completeness
Signature Obtained?
Application Document (if applicable)
Identity Verification
Confirms the applicant's identity and validates the information provided on the application.
Full Legal Name
Date of Birth (Year)
Date of Birth (Month)
Date of Birth (Day)
Social Security Number (Last 4 Digits)
Copy of Government-Issued Photo ID (Driver's License, Passport)
Current Address
Date of ID Expiration (If Applicable)
Credit History Review
Analyzes credit reports to assess financial responsibility and payment history.
Credit Score
Number of Open Credit Accounts
Total Outstanding Debt
Credit Report Type (e.g., Equifax, Experian, TransUnion)
Significant Credit Report Findings (e.g., collections, bankruptcies)
Overall Credit Risk Assessment (Based on report)
Copy of Credit Report (securely)
Income Verification
Confirms the applicant's stated income and employment status. Includes reviewing pay stubs, bank statements, or employment verification letters.
Gross Monthly Income
Employment Status
Pay Stub(s) (Most Recent 2)
Bank Statements (Most Recent 1-2 Months)
Explanation of Income (If Applicable)
Employer Verification Method
Amount of Child Support Received (if applicable)
Criminal Background Check
Conducts a background check to identify any criminal history that may impact tenancy.
Summary of Criminal Background Check Results
Attach Background Check Report (from authorized vendor)
Types of Offenses Disclosed (Select all that apply)
Details of 'Other' Offenses (if selected above)
Number of Offenses Disclosed
Disposition of Offenses (e.g., Convicted, Dismissed, Deferred)
Details of 'Other' Disposition (if selected above)
Review of State/Local Laws - Is Criminal History Disqualifying?
Eviction History Review
Examines past eviction records to determine rental history and potential risk.
Previous Landlord Contacted (Name & Phone Number)
Summary of Landlord Conversation (including verification of eviction history)
Did the previous landlord confirm any eviction filings?
If Yes, provide details of the eviction filing(s) (court, dates, reason)
Was the eviction resolved/dismissed?
Notes/Additional Information Regarding Eviction History
Rental History Verification
Contacts previous landlords to verify rental history, including payment behavior, property care, and adherence to lease terms.
Previous Landlord Name
Previous Property Address
Move-in Date at Previous Residence
Move-out Date at Previous Residence
Monthly Rent Paid (at previous residence)
Landlord Satisfaction (Overall)
Landlord Comments (e.g., payment history, property care)
Were there any lease violations?
Vehicle & Pet Information (if applicable)
Documents vehicle information and verifies pet ownership, ensuring compliance with property rules and regulations.
Does the applicant own any vehicles?
Number of vehicles owned:
Vehicle Make, Model, and License Plate Number (for each vehicle):
Does the applicant own any pets?
Number of pets:
Pet Type(s) (e.g., dog, cat, bird):
Pet Breed(s) (if known):
Pet Photos (for verification purposes):
Pet Deposit/Fee Paid?
Lease Agreement Understanding
Ensures the applicant understands the terms and conditions of the lease agreement before signing.
Summary of Key Lease Terms Explained?
Understanding of Rent Payment Procedures?
Awareness of Late Fee Policy?
Understanding of Security Deposit Terms?
Any Questions or Concerns about the Lease?
Applicant Signature Acknowledging Understanding
Documentation & Record Keeping
Maintains accurate records of all screening processes and related documentation for compliance and future reference.
Application Received Date
Scanned Application Form
Notes on Screening Process & Justification (if applicable)
Application Status
Application Fee Received (if applicable)
Denial Notification Sent Date (if applicable)
Reason for Denial (if applicable)
Copies of Supporting Documents (Paystubs, Bank Statements)
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